To add an additional waiting list to a resource

The procedure to add an additional waiting list to a resource is as follows:

1. Navigate to Quick Menu > Allocations > Configuration > Resource Subtype. The Resource Subtype window is displayed.
2. Expand a category heading from the alphabetical list and select an associated resource subtype, or type its name into the Search Subtypes field 1.
3. Click on Lists. The Lists tab is activated, revealing all waiting lists associated with the resource in the Resource Waiting List summary table.
4. Click on New List. The Resource Waiting List window is displayed.
5. Using the List drop-down field, select the additional waiting list to be linked to the resource subtype.
6. To set the waiting list as the Default for the associated resource subtype, activate the tick box provided 2.
7. Choose an Effective from date for this linked waiting list i.e. the date on which the link came into effect 3.
8. Choose an Effective to date if the link to the waiting list is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the link will be continually valid.
9. Click on Confirm. The additional record is displayed in the Resource Waiting List summary table.
10. Repeat steps 4 through 9 to add further waiting lists.
11. Click on Save 4.

Note

1 The Search Subtypes field will match against any element of the resource subtype.

2 Where a default waiting list already exists for the same resource subtype, the end user is asked to affirm the attribute transfer from one to the other.

3 The Effective from date defaults to the current system date and cannot be left blank.

4 To amend the details of an associated waiting list, double-click on the matching row in the Resource Waiting List summary table and repeat steps 6 through 9.

See related topics...

Resource management overview